2021-08-04T16:40:29-05:00 2020-09-30 390974031 WEGNER CPAS LLP 230 PARK AVE FL 3 NEW YORK NY 101690005 990 2019-10-01 760833915 CHANGE MACHINE CHAN 6468104050 254 36TH ST STE B321 BROOKLYN NY 112322401 MAE WATSON GROTE FOUNDER AND CEO 6468104050 2021-08-02 1 YIGIT UCTUM CPA P01269549 2125511724 2019 2022-09-23 18:48:47Z MAE WATSON GROTE 254 36TH ST STE B321 BROOKLYN NY 112322401 3496701 0 X CHANGE-MACHINE.ORG X 2006 NY CHANGE MACHINE'S VISION IS FOR THE UNITED STATES TO BE A NATION WHERE EVERYONE IS FINANCIALLY SECURE. 10 10 0 15 0 0 4658547 2998391 636282 495569 2505 2741 0 0 5297334 3496701 0 0 0 0 2480605 2987633 0 0 333042 945086 1255493 3425691 4243126 1871643 -746425 5322432 4942472 821557 1188022 4500875 3754450 X CHANGE MACHINE'S MISSION IS TO BUILD FINANCIAL SECURITY FOR LOW-INCOME COMMUNITIES THROUGH PEOPLE-POWERED TECHNOLOGY. CHANGE MACHINE ACCOMPLISHES THIS MISSION THROUGH A TECHNOLOGY PLATFORM THAT AMPLIFIES THE IMPACT OF SOCIAL SERVICE ORGANIZATIONS AND PUBLIC AGENCIES WORKING WITH PEOPLE TO ACHIEVE FINANCIAL GOALS. ITS PARTNERSHIPS BUILD A COMMUNITY OF PRACTICE, AND ITS INSIGHTS INFLUENCE LASTING ECONOMIC CHANGE. 0 0 1211071 216599 PRODUCT DEVELOPMENT (PLATFORM) - BUILDING FINANCIAL SECURITY USING PEOPLE-POWERED TECHNOLOGY IS CORE TO CHANGE MACHINE'S MISSION. ITS REVOLUTIONARY CLOUD-BASED PLATFORM, WHICH OPERATES AS A B2B2C SOFTWARE AS A SERVICE (SAAS) SOCIAL ENTERPRISE, PROVIDES A SINGLE PLATFORM WHERE PRACTITIONERS CAN LEARN BEST FINANCIAL COACHING PRACTICES; ACCESS TOOLS AND INFORMATION; AND PARTICIPATE IN A PROFESSIONAL SOCIAL NETWORK SPECIFICALLY DESIGNED FOR THE FIELD. BUILT BY PRACTITIONERS FOR PRACTITIONERS, CHANGE MACHINE'S FINANCIAL COACHING PLATFORM PROVIDES A ONE-STOP SHOP FOR EFFECTIVE RESOURCES PRACTITIONERS CAN USE TO ADDRESS THEIR CUSTOMERS' UNDERLYING FINANCIAL INSECURITY. 963697 DIRECT SERVICES - CHANGE MACHINE'S DIRECT SERVICES TEAM APPLIES A HOLISTIC PARTNERSHIP APPROACH, COMBINED WITH DIRECT SERVICE PROVISION, WHICH BUILD FINANCIAL SECURITY FOR LOW-INCOME COMMUNITIES AT SCALE. THE TEAM ENGAGES REGIONAL AND SECTOR-BASED NONPROFITS, PROVIDING A VARIETY OF HIGH-TOUCH SERVICES INCLUDING DIRECT ACCESS TO CHANGE MACHINE'S EXPERIENCED FINANCIAL COACHES, TRAINING AND CAPACITY BUILDING, AND DATA-BASED INSIGHTS TO PROMOTE POLICY SOLUTIONS AND SYSTEMIC CHANGE. 275491 188638 CAPACITY BUILDING - CHANGE MACHINE'S BUSINESS-TO-BUSINESS CONSULTING SERVICES ARE DESIGNED TO BUILD CAPACITY AT ORGANIZATIONS THAT WORK WITH LOW-INCOME PEOPLE LOCALLY AND NATIONALLY. THE TEAM PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO BUILD FINANCIAL SECURITY STRATEGIES INTO THE DAILY INTERACTIONS OF FRONTLINE STAFF AT PARTNER ORGANIZATIONS. THIS INCLUDES TRAINING FOR FRONTLINE STAFF TO ENGAGE THEIR CUSTOMERS IN CONVERSATIONS ABOUT PERSONAL FINANCE, AS WELL AS SUPPORT FOR LEADERSHIP TO FULLY IMPLEMENT AN INTEGRATED APPROACH TO FINANCIAL SECURITY SERVICES WITHIN THEIR PROGRAMS AND ORGANIZATIONS. 211437 90332 RESEARCH & POLICY - CHANGE MACHINE DEVELOPS AND ADVOCATES FOR POLICY REFORMS AND SYSTEMIC CHANGES THAT WILL REMOVE OBSTACLES TO FINANCIAL SECURITY. CHANGE MACHINE BUILDS COALITIONS AND PARTNERS WITH ADVOCACY GROUPS, RESEARCHERS, THINK TANKS, PRACTITIONERS, AND LOCAL, STATE, AND FEDERAL POLICYMAKERS TO GUIDE AND SUPPORT ITS POLICY AGENDA. ITS IN-HOUSE RESEARCH AND POLICY TEAM SURFACES INSIGHTS USING CUSTOMER DATA CAPTURED ON THE CHANGE MACHINE PLATFORM. CHANGE MACHINE USES ITS DATA AND RESEARCH TO LEVERAGE LESSONS LEARNED ON THE GROUND TO CREATE IMPACT FAR BEYOND AN INITIAL PROGRAM - INFORMING BEST PRACTICES, THE FIELD, AND PUBLIC POLICY. 211437 90332 2661696 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X LAURA-ANN PAFUNDI 6468104050 254 36TH ST STE B321 BROOKLYN NY 112322401 MARC KHOUZAMI CHAIR 1.00 X X 0 0 0 MICHAEL BECK THRU MAR 2020 VICE CHAIR 1.00 X X 0 0 0 ANDY TUCKETT TREASURER 1.00 X X 0 0 0 DEREK DORN DIRECTOR 1.00 X 0 0 0 DAVID HEAFITZ DIRECTOR 1.00 X 0 0 0 AMANDA MANDY NORTON DIRECTOR 1.00 X 0 0 0 KEVIN MCQUEEN DIRECTOR 1.00 X 0 0 0 T BAKER SMITH THRU MAR 2020 DIRECTOR 1.00 X 0 0 0 IDA RADEMACHER DIRECTOR 1.00 X 0 0 0 FREDERICK WHERRY DIRECTOR 1.00 X 0 0 0 MAE WATSON GROTE FOUNDER AND CEO 40.00 X 194315 0 49786 KATE REEVES CHIEF BUSINESS DEVELOPMENT 40.00 X 158317 0 31031 HAIDEE CABUSORA CHIEF PROGRAM OFFICER 40.00 X 172010 0 43170 ADAM CIMINELLO CHIEF OF STAFF 40.00 X 103654 0 22905 628296 0 146892 4 0 1 0 TRINET GROUP INC 1100 SAN LEANDRO BLVD STE 400 SAN LEANDRO CA 945771670 EMPLOYEE LEASING AND HR SERVICES 2434906 1 29732 2968659 2998391 PROGRAM SERVICE FEES 624190 491132 491132 OTHER PROGRAM SERVICES 900099 4437 4437 495569 2741 2741 3496701 495569 0 2741 244101 97638 24411 122052 2236417 1485935 637400 113082 110929 70818 29596 10515 198539 126748 52971 18820 197647 126179 52733 18735 777 777 23338 23338 636765 348721 279039 9005 66256 42874 16513 6869 63594 46075 7025 10494 196352 130151 49201 17000 57328 46334 10693 301 19668 11497 6083 2088 32460 32460 113657 105286 7005 1366 25287 16841 6257 2189 BAD DEBT 11624 11624 DUES AND MEMBERSHIPS 2266 2266 6121 4333 1262 526 4243126 2661696 1248388 333042 1961708 3048736 366417 370322 2344300 972000 174880 85299 155165 175679 580340 289904 319962 290436 5322432 4942472 136686 229729 157436 47683 494895 429895 32540 480715 821557 1188022 X 276634 1017830 4224241 2736620 4500875 3754450 5322432 4942472 -746425 0 X 0 0 0 X 6222379 4487298 1276115 4658547 2998391 19642730 6222379 4487298 1276115 4658547 2998391 19642730 11116290 8526440 877 574 819 2505 2741 7516 19650246 3045743 0.43390 0.45670 X SCHEDULE A, PART II: THE 2013 COLUMN ON SCHEDULE A, PART II REPRESENTS THE SHORT TAX YEAR BEGINNING JANUARY 1, 2014 AND ENDING SEPTEMBER 30, 2014. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12300 12300 0 80723 32042 48681 487317 245562 241755 290436 DEFERRED LEASE LIABILITY 40325 PAYCHECK PROTECTION PROGRAM LOAN 440390 480715 3676753 180052 180052 3496701 0 3496701 4423178 180052 180052 4243126 0 4243126 X X X 0 0 0 0 0 0 0 0 0 MAE WATSON GROTE FOUNDER AND CEO 194315 0 0 0 0 0 21235 0 28551 0 244101 0 0 0 KATE REEVES CHIEF BUSINESS DEVELOPMENT 158317 0 0 0 0 0 14814 0 16217 0 189348 0 0 0 HAIDEE CABUSORA CHIEF PROGRAM OFFICER 172010 0 0 0 0 0 16111 0 27059 0 215180 0 0 0 FORM 990, PART V, LINE 2A: CHANGE MACHINE LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, TRINET. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF CHANGE MACHINE, HOWEVER, TRINET IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM TRINET. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE CEO AND THEN BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BODY-DELEGATED POWER WHO HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS INVESTMENTS OR FAMILY: (I) AN OWNERSHIP OR INVESTMENT IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, (II) A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR (III) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUALS WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. NO DIRECTOR SHALL VOTE ON ANY MATTER IS WHICH HE OR SHE HAS AN INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY USING COMPARABLE DATA. THE DELIBERATION AND DECISION IS THEN MEMORIALIZED IN AN OFFICIAL LETTER TO THE CEO OF ANY ADJUSTMENT TO COMPENSATION. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.